Founded in 2014, Even Financial is a B2B fintech company that is transforming the way financial institutions find and connect with consumers, enabling any company to add financial products to their business. As the leading search, comparison, and recommendation engine for financial services, Even seamlessly bridges financial services providers (such as SoFi) and channel partners (such as TransUnion) via its simple yet robust API and embeddable solutions. Even turns any consumer touchpoint into a comprehensive financial services marketplace with full compliance and security at scale. Even was named one of "America's Best Startup Employers'' by Forbes for 2021 and placed in the Top 50 of the 2020 Deloitte Technology Fast 500, which recognizes the fastest growing tech companies in the world. In December 2021, Even announced it will be acquired by MoneyLion, a mobile banking and financial membership platform that empowers people to take control of their finances.

We are seeking a SMB Customer Success Manager who is passionate about the financial services and technology space and is motivated to learn in a fast-paced culture. This individual will support the Partner Solutions “Supply” team who is responsible for deploying campaigns and managing relationships with channel partners including financial publishers, media sites, credit portals, PFM’s, and enterprise entities. In this role you will develop and grow relationships with SMB, long tail channel partners focusing on revenue growth, partner deepening and retention.

Key Responsibilities

• Own the success and health of 150+ existing SMB partners on Even’s network.
• Closely monitor revenue generated by all managed partners & identify growth opportunities. Analyze partner engagement data to group partners into actionable segments to maximize partner revenue, subscription renewal rates, upsell/cross-sell, product adoption rates, and more.
• Proactively identify upsell and cross-sell opportunities, including expanding partners into new product verticals, deepening partner integration counts and service levels, and graduating long-tail partners into higher-tiered managed service levels.
• Develop & execute plans to map partners’ business requirements to relevant product solutions and drive new product adoption & usage.
• Support partner needs including onboarding and account setup, issues troubleshooting, reporting requests, billing inquiries, technical support, and more.
• Manage inbound partner ticketing & sales analytics systems to monitor ticket status, communicate progress to key stakeholders, and prioritize actions that drive partner growth while adhering to SLAs.
• Lead outbound engagement via email marketing and self-serve engagement tools, including automated email communications, FAQs, and more. 
• Document existing partner management processes & continuously identify opportunities to automate and optimize partner support workflows. Partner with Operations teams to lead change initiatives and drive efficiency.
• Serve as internal SMB partner management subject matter expert to drive insights and thought leadership in growing the long-tail partner program. 
• Collaborate cross-functionally with key internal stakeholders, including Sales & BD, Product, Engineering, and Marketing teams. 

Qualifications

• Bachelor's Degree in Business, Marketing, Technology, or related field 
• Minimum 2-3+ years related work experience in customer success management, account management, pre-sales/post-sales, and/or technical sales.
• Proven track record in customer engagement, resulting in increased value, customer satisfaction, and retention.
• Experience working with technology tools used for Customer Success, e.g. Service support queue ticketing system experience (Salesforce or Zendesk).
• Strong interpersonal skills, with an emphasis on building internal and external relationships.
• Excellent writing, communication, presentation and negotiation skills.
• Willingness and desire to collaborate with cross-functional teams to solve problems.
• Strong prioritization & organization skills and process orientation.
• Self starter with the ability to embrace the mindset of continuous improvement and actively contribute to the process and procedure of the growing team.
• Strong technical aptitude and analytical skills.
• MarTech, AdTech, FinTech (Affiliates, Exchanges for example), or Tech SaaS platform experience a plus but not required.

Full time employees are eligible for the following benefits:

Comprehensive medical/dental/vision packages + life and disability insurance

401K retirement plan

Stock options

Uncapped paid time off (PTO)

Company paid holidays + monthly personal holiday 

Membership to Udemy for 

Perks including a monthly wellbeing stipend, $200 one time WFH stipend, and 

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.